Moneysprite
Moneysprite is a UK based financial advice firm, specialising in mortgages, wealth protection and investments for individuals and corporate clients. Our services include: Mortgages - residential, first time buyer, buy-to-let, commercial, bridging. Wealth protection - life assurance, critical illness, family income benefit, IHT planning, permanent health insurance, key man and shareholder protection. Investments - ISAs, pension and reviews, corporate and company schemes, auto-enrolment, VCTs, EIS, unit trusts, bonds and platform tax-efficient wrappers. We start by looking to understand our client's individual needs and objectives, and then help you achieve them in the most efficient, helpful manner possible. We are a UK wide service. We offer meetings at our offices, or at your home or workplace subject to location. Telephone and Skype is also used by our advisers and clients, who are not within reach of a local office. As a socially responsible and ethical company, we are always keen to hear from equally experienced advisers, who believe "amazing" should be the standard to achieve everyday for our clients. Please get in touch if this is you.
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Verified contacts
29
available on Kipplo
LinkedIn employees
37
11 to 50 range
Open roles
—
no listings
Distinct roles
17
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
29 contacts with verified email or phone · masked until revealed.
- JB
Jo Barfoot
Mortgage and Protection Adviser · Finance & Accounting
EmailPhone - AB
Arjan Bhakar
Director · General Business & Management
EmailPhone - SR
Stuart Roberts
Franchise Director · General Business & Management
EmailPhone - HG
Hayley Gill
Business Administrator · General Business & Management
EmailPhone - LD
Laz Doel
Mortgage & Insurance Broker · Sales & Business Development
EmailPhone - TL
Toni Lucke
Compliance Manager · Finance & Accounting
EmailPhone - AD
Adam Deakin
Financial Advisor · Finance & Accounting
EmailPhone - DB
Dominique Barker
Financial Advisor · Finance & Accounting
EmailPhone - ER
Emma Robinson
Mortgage & Protection Advisor · Sales & Business Development
EmailPhone
Showing 9 of 29 verified contacts
Top roles at Moneysprite
17 distinct titles indexed · top 10 shown.
- 3financial adviser
- 3financial advisor
- 2mortgage & protection adviser
- 2mortgage advisor
- 2mortgage and protection adviser
- 2mortgage broker
- 2mortgage consultant
- 1business administrator
- 1compliance manager
- 1director
- +7more titles
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